Changing Dates, Themes, Time Zones, etc.
Your CRM users can user My Preferences to configure their personal information.
Customize your personal preferences concerning what to be displayed.
Few simple steps to update personal information of the user
- Click on User Profile in the upper right
- Click My Preferences
- Click Edit
- Update the following details and
- Click Save
User Login & Role
BzCRM allows users to modify Primary Email, Name, and Default Lead view. Also, this section will help administrators to assign roles to individual users.
|Primary Email||Specify primary email of the user|
|First Name||Specify the first name of the user|
|Last Name||Specify last name of the user|
|Role||To assign roles to individual users. Only displayed for admin users|
|Primary Group||Administrator selects the Primary group for the user to which he belongs|
Currency and Number Field Configuration
While managing inventory modules like Invoices, Quotes, Sales and Purchase Orders, you will need to have a valid currency format, digit and decimal separator, symbol placement etc. You can configure currency as per the requirement.
|Currency||Select desired currency from the drop-down. However, the values will be saved according to base current rates|
|Digit grouping pattern||Select digit group separator that is often used when displaying large numbers, to make them easier to read.|
|Digit Grouping Separator||Select a Digit Grouping Separator from drop-down|
|Decimal Separator||Select a decimal point from drop-down to use between the integer and the fractional parts of a decimal|
|Symbol Placement||Select a value from drop-down to have currency symbol before or behind the currency value|
|Number of Currency Decimals||Select the number of decimals you would like to have after a currency value|
|Truncate Trailing Zeros||Enable the checkbox to drop the values after the decimal point|
You can update your personal information like phone number, email, signature etc.
|Title||Specify designation of the user|
|Fax||Specify fax number of the user|
|Department||Specify the department of the user|
|Other Email||Specify the other email of the user|
|Office Phone||Specify office phone number of the user|
|Secondary Email||Specify secondary email id of the user|
|Mobile Phone||Specify mobile phone number of the user|
|Reports to||Select the user(Subordinate) to whom the user reports to|
|Home Phone||Specify the home phone number of the user|
|Secondary Phone||Specify the secondary phone number of the user|
|Documents||Attach related documents of users|
|Internal Mail Composer||Enable the check-box to see BzCRM’s built-in email composing window when you click on email id of records in BzCRM|
|Language||Select desired language from the drop-down. BzCRM support 25 languages at present|
|Default Record View||Choose viewing between Summary view or Detail View when you click to view a record.|
|Left Panel Hide||Enable the check-box to hide the Left Panel Menu|
|Collapse Modules Menu||Collapse or expand the modules menu bar|
You can create your desired signature within the ck editor area.
You can add your signature in the email that you send to your customers. The default signature will be added at the end of the email that you compose. To add signature enable the Include Signature check box in Compose Email tab.
You can update address details of the user like city, state, country, etc.
|Street Address||Specify street address of the user|
|Country||Specify user’s country name|
|City||Specify name of the city where user lives|
|Postal Code||Specify postal code of user’s address|
|State||Specify name of the state where user lives|
Click on Upload and browse for the user’s photograph and click Save to upload.
User Advanced Options
Access Key - A unique security credentials used to send the equest for Web Services API such as Outlook Plugin, Firefox Plugin, Thunderbird, etc.
Business Hours Information
Set a Business Hours for each user to handle the cases and appointments records.
User can view all the groups he belongs to here.